Evolution Advisers, Inc.
Sector Allocation
- Other86.9%$236.5M
- Technology9.0%$24.5M
- Financials2.4%$6.5M
- Industrials0.6%$1.5M
- Consumer Discretionary0.3%$767,000
- Utilities0.3%$699,000
- Consumer Staples0.2%$563,000
- Healthcare0.2%$534,000
- Materials0.1%$265,000
- Energy0.1%$145,000
AUM History
13fpro.ai/research/fund/evolution-advisers-inc-1906967
Conviction and streaks
Stable · top 10 = 79.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$43.9M
- VANGUARD$38.1M
- VANGUARD$29.0M
- VANGUARD$26.8M
META
$21.0M- VANGUARD$16.8M
- VANGUARD$11.6M
- VANGUARD$10.4M
- VANGUARD$10.3M
- VANGUARD$9.1M
- NUSHARES$8.3M
- NUSHARES$5.0M
- NUSHARES$3.8M
- SCHWAB$3.1M
- NUSHARES$3.0M
- NUSHARES$2.8M
- VANGUARD$2.3M
IVZ
$1.8MGNW
$1.6MAAPL
$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evolution-advisers-inc-1906967
Evolution Advisers, Inc. 13F holdings — Q2 2026
$272.1M portfolio (+14.7% QoQ) · 943 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
- 1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$43.9M
16.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - GROWTH ETF
$38.1M
14.0% of stocks
+517%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - VALUE ETF
$29.0M
10.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$26.8M
9.8% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— $21.0M
7.7% of stocks
+6%This quarter+13.3%Since filed10+ qtrsHeld- 6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$16.8M
6.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF
$11.6M
4.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD BD INDEX FDS - LONG TERM BOND
$10.4M
3.8% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - SMALL CP ETF
$10.3M
3.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD BD INDEX FDS - INTERMED TERM
$9.1M
3.4% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $43.9M | 16.1% | +3% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - GROWTH ETF | $38.1M | 14.0% | +517% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - VALUE ETF | $29.0M | 10.6% | +2% | — | — | — | — | |
| 4 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $26.8M | 9.8% | +23% | — | — | — | — | |
| 5 | $21.0M | 7.7% | +6% | +13.3% | 10+ qtrsAdded 9 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $16.8M | 6.2% | +5% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $11.6M | 4.3% | +7% | — | — | — | — | |
| 8 | VANGUARD BD INDEX FDS - LONG TERM BOND | $10.4M | 3.8% | +14% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - SMALL CP ETF | $10.3M | 3.8% | +4% | — | — | — | — | |
| 10 | VANGUARD BD INDEX FDS - INTERMED TERM | $9.1M | 3.4% | +8% | — | — | — | — |
All holdings — Evolution Advisers, Inc. (Q2 2026)
943 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | NUSHARES ETF TR - NUVEEN ESG INTLetf/fund | — | $8.3M | 3.1% | 208K | -0.1% | — | — | 13F |
| 12 | — | NUSHARES ETF TR - NUVEEN ESG LRGCPetf/fund | — | $5.0M | 1.8% | 43K | +1% | — | — | 13F |
| 13 | — | NUSHARES ETF TR - NUVEEN ESG LRGVLetf/fund | — | $3.8M | 1.4% | 76K | +0.0% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $3.1M | 1.1% | 104K | +86% | — | — | 13F |
| 15 | — | NUSHARES ETF TR - NUVEEN ESG EMRGNetf/fund | — | $3.0M | 1.1% | 72K | +1% | — | — | 13F |
| 16 | — | NUSHARES ETF TR - NUVEEN ESG USetf/fund | — | $2.8M | 1.0% | 126K | -1% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $2.3M | 0.8% | 3,277 | +31% | — | — | 13F |
| 18 | Invesco Ltd. | Financials | $1.8M | 0.7% | 24K | — | 10+ qtrs | — | 13F | |
| 19 | GENWORTH FINANCIAL INC | Financials | $1.6M | 0.6% | 170K | +2% | 10+ qtrsAdded 2 qtrs in a row | 49.4 | 13F | |
| 20 | Apple Inc. | Technology | $1.6M | 0.6% | 5,442 | +0.8% | 10+ qtrs | 75.7 | 13F | |
| 21 | Nu Holdings Ltd.etf/fund | Financials | $1.1M | 0.4% | 20K | +0.6% | 10+ qtrs | — | 13F | |
| 22 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $993K | 0.4% | 20K | +0.3% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2etf/fund | — | $739K | 0.3% | 17K | — | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MCAP GR IDXVIPetf/fund | — | $731K | 0.3% | 2,389 | — | — | — | 13F |
| 25 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $728K | 0.3% | 8,524 | — | — | — | 13F |
| 26 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $728K | 0.3% | 9,918 | -47% | |||
| 27 | $GOOGL | Alphabet Inc. | Technology | $648K | 0.2% | 1,813 | +34% | |||
| 28 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $624K | 0.2% | 1,816 | -0.7% | |||
| 29 | — | ISHARES TR - CORE INTL AGGR | — | $584K | 0.2% | 12K | -86% | |||
| 30 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $579K | 0.2% | 12K | +363% | |||
| 31 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $563K | 0.2% | 7,134 | +60% | |||
| 32 | $UNP | UNION PACIFIC CORP | Industrials | $532K | 0.2% | 1,957 | -4% | |||
| 33 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $498K | 0.2% | 9,453 | New | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $455K | 0.2% | 911 | +0.7% | |||
| 35 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $433K | 0.2% | 16K | +45% | |||
| 36 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $427K | 0.2% | 5,304 | +300% | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $408K | 0.1% | 1,715 | +18% | |||
| 38 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $392K | 0.1% | 12K | — | |||
| 39 | $DOV | DOVER Corp | Industrials | $385K | 0.1% | 2,454 | +18% | |||
| 40 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $358K | 0.1% | 4,342 | +0.2% | |||
| 41 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $314K | 0.1% | 7,684 | +0.0% | |||
| 42 | $WMT | Walmart Inc. | Consumer Staples | $301K | 0.1% | 2,658 | -29% | |||
| 43 | $NI | NISOURCE INC. | Utilities | $282K | 0.1% | 5,932 | — | |||
| 44 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $280K | 0.1% | 4,761 | New | |||
| 45 | $D | DOMINION ENERGY, INC | Utilities | $278K | 0.1% | 4,084 | +108% | |||
| 46 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $277K | 0.1% | 10K | New | |||
| 47 | $CW | CURTISS WRIGHT CORP | Industrials | $265K | 0.1% | 350 | — | |||
| 48 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $247K | 0.1% | 1,569 | — | |||
| 49 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $219K | 0.1% | 6,306 | New | |||
| 50 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $218K | 0.1% | 40K | — | |||
| 51 | $GOOG | Alphabet Inc. | Technology | $216K | 0.1% | 613 | +2% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $216K | 0.1% | 660 | +1% | |||
| 53 | — | ISHARES TR - ESG MSCI KLD 400 | — | $187K | 0.1% | 1,314 | New | |||
| 54 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $177K | 0.1% | 4,908 | — | |||
| 55 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $176K | 0.1% | 7,636 | — | |||
| 56 | $KMB | KIMBERLY CLARK CORP | Materials | $174K | 0.1% | 1,569 | +0.1% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $174K | 0.1% | 463 | +3% | |||
| 58 | $CSCO | CISCO SYSTEMS, INC. | Technology | $171K | 0.1% | 1,457 | +0.6% | |||
| 59 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $166K | 0.1% | 250 | — | |||
| 60 | — | VANGUARD INSTL INDEX FD - 0-3 MO TREAS BIL | — | $159K | 0.1% | 2,113 | +860% | |||
| 61 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $154K | 0.1% | 4,191 | — | |||
| 62 | $MKL | MARKEL GROUP INC. | Financials | $154K | 0.1% | 79 | +1% | |||
| 63 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | — | $151K | 0.1% | 3,153 | New | |||
| 64 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $148K | 0.1% | 610 | New | |||
| 65 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $138K | 0.1% | 1,649 | — | |||
| 66 | $SNPS | SYNOPSYS INC | Technology | $138K | 0.1% | 2,053 | New | |||
| 67 | $SPY | SPDR S&P 500 ETF TRUST | — | $133K | 0.1% | 179 | — | |||
| 68 | $V | VISA INC. | Financials | $133K | 0.1% | 388 | +2% | |||
| 69 | — | ISHARES TR - ESG OPTIMIZED | — | $129K | 0.1% | 842 | New | |||
| 70 | $MSFT | MICROSOFT CORP | Technology | $129K | 0.1% | 348 | +7% | |||
| 71 | $JNJ | JOHNSON & JOHNSON | Healthcare | $129K | 0.1% | 509 | +26% | |||
| 72 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $122K | 0.0% | 498 | — | |||
| 73 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $114K | 0.0% | 520 | +0.4% | |||
| 74 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $114K | 0.0% | 3,165 | +51% | |||
| 75 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $113K | 0.0% | 1,370 | New | |||
| 76 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $113K | 0.0% | 2,129 | New | |||
| 77 | $ELV | Elevance Health, Inc. | Healthcare | $108K | 0.0% | 281 | +19% | |||
| 78 | — | ISHARES TR - 0-5YR HI YL CP | — | $100K | 0.0% | 2,376 | New | |||
| 79 | — | ISHARES TR - CORE S&P500 ETF | — | $95K | 0.0% | 128 | — | |||
| 80 | $SYK | STRYKER CORP | Healthcare | $94K | 0.0% | 301 | +0.3% | |||
| 81 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $93K | 0.0% | 264 | +2% | |||
| 82 | — | ISHARES TR - CORE US AGGBD ET | — | $89K | 0.0% | 900 | +50% | |||
| 83 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $87K | 0.0% | 1,699 | — | |||
| 84 | $TROW | PRICE T ROWE GROUP INC | Financials | $82K | 0.0% | 728 | — | |||
| 85 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $80K | 0.0% | 161 | +0.6% | |||
| 86 | — | ISHARES TR - MBS ETF | — | $80K | 0.0% | 849 | New | |||
| 87 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $77K | 0.0% | 1,132 | +3% | |||
| 88 | $SEIC | SEI INVESTMENTS CO | Financials | $76K | 0.0% | 873 | — | |||
| 89 | $J | JACOBS SOLUTIONS INC. | Industrials | $75K | 0.0% | 600 | — | |||
| 90 | $AMGN | AMGEN INC | Healthcare | $73K | 0.0% | 202 | +1% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $71K | 0.0% | 406 | +97% | |||
| 92 | $DAL | DELTA AIR LINES, INC. | Industrials | $71K | 0.0% | 759 | — | |||
| 93 | $PEP | PEPSICO INC | Consumer Staples | $71K | 0.0% | 528 | +0.4% | |||
| 94 | — | ISHARES TR - CORE S&P SCP ETF | — | $70K | 0.0% | 474 | +2% | |||
| 95 | — | ISHARES TR - ESG AW MSCI EAFE | — | $66K | 0.0% | 650 | — | |||
| 96 | $HSY | HERSHEY CO | Consumer Staples | $66K | 0.0% | 381 | — | |||
| 97 | $PSX | Phillips 66 | Energy | $60K | 0.0% | 355 | -5% | |||
| 98 | $FTNT | Fortinet, Inc. | Technology | $60K | 0.0% | 393 | +0.8% | |||
| 99 | $CEG | Constellation Energy Corp | Utilities | $58K | 0.0% | 233 | +0.4% | |||
| 100 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $57K | 0.0% | 286 | +1% | |||
| 101 | $ORCL | ORACLE CORP | Technology | $56K | 0.0% | 384 | +1% | |||
| 102 | — | ISHARES TR - RUS 1000 ETF | — | $55K | 0.0% | 135 | +50% | |||
| 103 | $NTR | Nutrien Ltd. | Materials | $54K | 0.0% | 867 | — | |||
| 104 | $ETN | Eaton Corp plc | Industrials | $54K | 0.0% | 128 | +2% | |||
| 105 | $MA | Mastercard Inc | Financials | $52K | 0.0% | 102 | -48% | |||
| 106 | $CVX | CHEVRON CORP | Energy | $51K | 0.0% | 310 | +51% | |||
| 107 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $49K | 0.0% | 456 | — | |||
| 108 | $LMT | LOCKHEED MARTIN CORP | Industrials | $44K | 0.0% | 87 | -34% | |||
| 109 | $PPL | PPL Corp | Utilities | $44K | 0.0% | 1,223 | — | |||
| 110 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $41K | 0.0% | 578 | +111% | |||
| 111 | — | ISHARES TR - U.S. FINLS ETF | — | $40K | 0.0% | 319 | — | |||
| 112 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $39K | 0.0% | 386 | +0.8% | |||
| 113 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $39K | 0.0% | 177 | +0.6% | |||
| 114 | — | ISHARES TR - RUS MID CAP ETF | — | $38K | 0.0% | 350 | +50% | |||
| 115 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $37K | 0.0% | 54 | — | |||
| 116 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $37K | 0.0% | 661 | +429% | |||
| 117 | $UL | UNILEVER PLC | Consumer Staples | $37K | 0.0% | 622 | New | |||
| 118 | $LIN | LINDE PLC | Materials | $36K | 0.0% | 71 | +3% | |||
| 119 | $GE | GENERAL ELECTRIC CO | Industrials | $36K | 0.0% | 97 | +3% | |||
| 120 | $EXC | EXELON CORP | Utilities | $35K | 0.0% | 760 | — | |||
| 121 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $32K | 0.0% | 78 | +4% | |||
| 122 | $TTE | TotalEnergies SE | Energy | $32K | 0.0% | 424 | New | |||
| 123 | — | ISHARES TR - U.S. TECH ETF | — | $31K | 0.0% | 124 | — | |||
| 124 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $30K | 0.0% | 132 | — | |||
| 125 | $CTAS | CINTAS CORP | Consumer Discretionary | $30K | 0.0% | 180 | — | |||
| 126 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $28K | 0.0% | 101 | +1% | |||
| 127 | $PAYX | PAYCHEX INC | Technology | $27K | 0.0% | 278 | +1% | |||
| 128 | $GEV | GE Vernova Inc. | Industrials | $27K | 0.0% | 23 | — | |||
| 129 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $27K | 0.0% | 283 | +2% | |||
| 130 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $26K | 0.0% | 199 | — | |||
| 131 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $25K | 0.0% | 51 | New | |||
| 132 | $ACN | Accenture plc | Technology | $24K | 0.0% | 193 | +0.5% | |||
| 133 | — | ISHARES INC - CORE MSCI EMKT | — | $24K | 0.0% | 300 | — | |||
| 134 | — | ISHARES TR - CORE MSCI EAFE | — | $24K | 0.0% | 253 | +50% | |||
| 135 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $20K | 0.0% | 288 | New | |||
| 136 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $19K | 0.0% | 657 | — | |||
| 137 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $18K | 0.0% | 123 | New | |||
| 138 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $17K | 0.0% | 1,016 | +1.0% | |||
| 139 | — | ISHARES TR - RUS 1000 VAL ETF | — | $17K | 0.0% | 71 | — | |||
| 140 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $16K | 0.0% | 22 | — | |||
| 141 | $TSLA | Tesla, Inc. | Consumer Discretionary | $14K | 0.0% | 35 | +30% | |||
| 142 | $NVDA | NVIDIA CORP | Technology | $14K | 0.0% | 70 | New | |||
| 143 | $AMTM | Amentum Holdings, Inc. | Industrials | $13K | 0.0% | 650 | +2% | |||
| 144 | $GOLF | Acushnet Holdings Corp. | Consumer Discretionary | $12K | 0.0% | 105 | +2% | |||
| 145 | — | LISTED FDS TR - ROUNDHILL BALL | — | $11K | 0.0% | 600 | — | |||
| 146 | $T | AT&T INC. | Communication Services | $10K | 0.0% | 516 | +4% | |||
| 147 | $DIS | Walt Disney Co | Communication Services | $10K | 0.0% | 105 | +5% | |||
| 148 | — | ISHARES TR - BROAD USD HIGH | — | $10K | 0.0% | 279 | +50% | |||
| 149 | $F | FORD MOTOR CO | Consumer Discretionary | $9K | 0.0% | 708 | +1% | |||
| 150 | $DHR | DANAHER CORP /DE/ | Healthcare | $9K | 0.0% | 50 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 783 new, 88 added to, 12 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (783)
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$498K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$280K
first bought this quarter
- SCHWAB STRATEGIC TR - US TIPS ETF$277K
first bought this quarter
- SCHWAB STRATEGIC TR - US LCAP VA ETF$219K
first bought this quarter
- ISHARES TR - ESG MSCI KLD 400$187K
first bought this quarter
- SCHWAB STRATEGIC TR - INTL SCEQT ETF$151K
first bought this quarter
+777 more in the Excel export
Added to (88)
- VANGUARD INDEX FDS - GROWTH ETF+517%
now $38.1M
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+23%
now $26.8M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+86%
now $3.1M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+3%
now $43.9M
now $21.0M · held 10+ qtrs, 9 adds in a row
- VANGUARD BD INDEX FDS - LONG TERM BOND+14%
now $10.4M
+82 more in the Excel export
Trimmed (12)
- ISHARES TR - CORE INTL AGGR-86%
now $584K
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-47%
now $728K
$WMTWalmart Inc.-29%
now $301K · held 10+ qtrs
$MAMastercard Inc-48%
now $52K · held 10+ qtrs
- ISHARES TR - CORE S&P MCP ETF-94%
now $2K
- NUSHARES ETF TR - NUVEEN ESG US-1%
now $2.8M
+6 more in the Excel export
Sold out (4)
$XOM.R34088EXXON MOBIL CORPwas $838K
held 9+ qtrs
$KNSLKinsale Capital Group, Inc.was $67K
held 9+ qtrs
- TCW ETF TRUSTwas $66K
$HONHONEYWELL INTERNATIONAL INCwas $30K
held 9+ qtrs
Holdings by quarter
Every 13F Evolution Advisers, Inc. has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Evolution Advisers?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Evolution Advisers's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+8.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 4% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Evolution Advisers, Inc. disclosed 943 positions worth $272.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 783 new positions and exited 4 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (86.9% of disclosed assets). All figures are sourced directly from Evolution Advisers, Inc.’s Form 13F-HR filing with the SEC under CIK 1906967.
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AI-Powered Hedge Fund Analysis: Evolution Advisers, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Evolution Advisers, Inc. (SEC CIK: 1906967), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evolution Advisers, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.